Evercore Wealth Management, LLC / COST
Evercore Wealth Management, LLC’s Costco Wholesale Corporation Position
Does Evercore Wealth Management, LLC own Costco Wholesale Corporation (COST)? Yes — 100.1K shares worth $100M (+1.57% of its 13F portfolio) as of Q1 2026, down from 101.2K shares the prior filed quarter.
Position Value
$100M
Q1 2026
Shares
100.1K
% of Portfolio
+1.57%
Quarters Held
30
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 100.1K | $100M | +1.57% |
| Q4 2025 | 101.2K | $87M | +1.28% |
| Q3 2025 | 101.7K | $94M | +1.38% |
| Q2 2025 | 103.9K | $103M | +1.60% |
| Q1 2025 | 113.2K | $107M | +1.72% |
| Q4 2024 | 114.5K | $105M | +1.57% |
| Q3 2024 | 115.8K | $103M | +1.54% |
| Q2 2024 | 120.0K | $102M | +1.61% |
| Q1 2024 | 123.6K | $91M | +1.42% |
| Q4 2023 | 129.5K | $85M | +1.43% |
| Q3 2023 | 129.9K | $73M | +1.37% |
| Q2 2023 | 128.0K | $69M | +1.26% |
| Q1 2023 | 127.2K | $63M | +1.26% |
| Q4 2022 | 129.4K | $59M | +1.24% |
| Q3 2022 | 128.6K | $61M | +1.37% |
| Q2 2022 | 127.4K | $61M | +1.29% |
| Q1 2022 | 136.0K | $78M | +1.39% |
| Q4 2021 | 135.7K | $77M | +1.25% |
| Q3 2021 | 137.0K | $62M | +1.11% |
| Q2 2021 | 140.2K | $55M | +1.02% |
| Q1 2021 | 139.8K | $49M | +0.98% |
| Q4 2020 | 134.1K | $51M | +1.09% |
| Q3 2020 | 132.4K | $47M | +1.15% |
| Q2 2020 | 131.0K | $40M | +1.06% |
| Q1 2020 | 127.8K | $36M | +1.20% |
| Q4 2019 | 127.6K | $37M | +1.01% |
| Q3 2019 | 128.9K | $37M | +1.09% |
| Q2 2019 | 131.3K | $35M | +1.05% |
| Q1 2019 | 129.4K | $31M | +1.01% |
| Q4 2018 | 128.8K | $26M | +0.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of COST.